Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Raymond James Financial
Location
Harrodsburg, KY 40330
Credentials
ChFC®, Series 66
Industry experience
21 years
Barry Steele is a financial advisor with Raymond James Financial who holds the ChFC® and Series 66 designations and has 21 years of industry experience. He has worked with Farmers National Bank and Raymond James Financial Services since 2012. Outside of his advisory role, he is an associate and investment executive at FNB Investment Services in Harrodsburg, KY. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through risk profiling and firm research, with a significant portion of assets managed on a non-discretionary basis.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
776 South College Street
Harrodsburg, KY 40330
Kentucky
Farmers National Bank
2012 - Present (14 years)
Raymond James Financial Services Advisors Inc.
2012 - Present (14 years)
Raymond James Financial Services, inc.
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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